See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,126 | $95,803+29.6% | $113,168+9.7% | $84,808+46.4% |
| Participation rate | 65.8% | 72.9%-7.1pp | 76.6%-10.8pp | 68.3%-2.5pp |
| Annual return | 17.60% | 25.00%-7.4pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,231 | $4,242-0.3% | $5,107-17.2% | $4,212+0.5% |
| Admin fee / account holder | $890 | $8,989-90.1% | $12,068-92.6% | $7,344-87.9% |